Paying Your Circulus Bill

Beginning in November 2017, Circulus will no longer utilize credit card billing as a method of payment for your Circulus invoice. As a result of direct customer feedback, you will pay your Circulus bill just like any other bill that is paid using the application.

How does it work?

Our team will pre-populate your bill with the invoice attached, tied to the vendor “Circulus.” You’ll find your Circulus bill in the workflow with the rest of your bills. From there you can begin GL coding, approve, and pay like any other bill.

What are the payment terms?

The Circulus payment terms are Due Date (Invoice Date) and your account will be suspended if not paid within 30 days.

Can I pay with ACH?

Yes, and that’s actually preferable. We have already populated the bank info and made it active, so the default Payment Mode will be Electronic. Please refrain from editing or deleting this vendor going forward.

Is auto-pay an option?

At this time, Circulus does not allow for auto-payment of bills.

What if I deleted the Circulus vendor?

No worries – we’ve re-added the vendor to any companies that may have deleted them in the past. If it was de-activated, we’ve activated it. Just make sure this vendor is active as you cannot pay a deactivated vendor.

When will I get my bill?

We will continue to bill you on or around the same day of the month you are currently being billed on.

Accountant Portal Owners

For Accountant Portal owners, you are given two payment options:

  • Option 1: ACH (or Check) – paid as a bill through your firm account (if applicable), OR
  • Option 2: Auto-draft (ACH) from a bank account you provide

Both of these options can be found in the Subscriptions/Billing tab of your accountant portal.

If you have setup your free firm account and have an active bank account entered, you can select option 1 or 2. If you do not have a firm account setup, the default will be option 2 and you will need to enter your bank info. Circulus bills monthly, on or near the first of the month for the previous month’s subscription and transaction fees.

If you select option 1, this invoice will appear in your firm account’s workflow, ready for you to take action on. Our team will pre-populate the bill for the Circulus vendor and attach your invoice. Our payment terms are Due on Receipt and once you are ready to pay your bill, you can select ACH or Check as the Payment Mode.

If you select option 2, we draft your bank account automatically each month. You will receive your invoice via email and a copy can also be found in the Billing History area at the Subscriptions/Bills tab of your portal.

Your bill will be consolidated into a single invoice and billed on the 1st of each month.